6 Bare Minimum Tasks to Fix Your Finances
Some high-income professionals hate personal finance and investing. If that is you, this post is for you. If that isn't you, send this post to someone you care about.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Some high-income professionals hate personal finance and investing. If that is you, this post is for you. If that isn't you, send this post to someone you care about.
I've decided to liquidate my Peer to Peer Loan investments, primarily at Lending Club. While I certainly made money, it's time to move on.
The Morningstar X-ray Tool is a great way to help you understand what you own. Plug your portfolio into it and see how it compares to the market portfolio.
When evaluating a real estate investment, you have to look under the hood. And when you get under there, you better know the difference between a radiator and an alternator. You don't buy a car just looking at the horsepower and you shouldn't buy an investment just looking at the projected return.
Far too many investors take either too much or too little investing risk for their goals. This results in either investment catastrophe, or simply running out of money in retirement. Here's how to get to the right level for you.
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Another option for investing in real estate is turnkey direct ownership. You have more control and tax benefits than syndicated shares but there are downsides too.
Asset location is an advanced topic that few pay attention to, and most of those that do get it wrong. Expected return matters as much as tax-efficiency and there is no Roth IRA free lunch.
Mid-career physicians face unique financial difficulties when compared to their broke early career counterparts and their late career colleagues wrestling with an impending retirement. Consider these issues in your financial planning.
Yield is not return. Return is not yield. Return is yield + appreciation (or depreciation.) Know the difference when evaluating investments.
Coming up with an asset allocation is hard enough. Figuring out how to achieve it with 6 different investing accounts is even tougher. In this post I review our current plan.
One of the best parts of being self-employed is you get to choose your own retirement plan. Of course, one of the worst parts is you have to figure out which retirement plan to use.
How should you factor an inheritance into your retirement planning? It depends on the amount, when you'll get it, and likelihood of actually receiving it.
Equity Estates has combined a luxury timeshare with an equity investment fund. I don't think that's necessarily a good idea.
This Net Unrealized Appreciation strategy is a way to save tax dollars on the shares of your company stock inside your 401(k). It may be a great idea for you, but run the numbers first.
Bond ETFs have issues, especially for corporates and munis. If you're going to use a bond fund, stick to a traditional mutual fund. Wealthier investors may wish to buy their treasuries directly.
Medical school may not have taught you about money, but we will.
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